Insurance Coordinator (Finance)

Compensation Range
$63,700.00 - $85,000.00 Annual Salary

Job Description Summary:
Respond to and support the insurance and bonding needs of the operations divisions. This role will be on site in Concord, CA.

Job Description:

POSITION RESPONSIBILITIES AND DUTIES

• PLP Wrap-Up Program
  • Enroll eligible projects into PLP insurance program, a wrap-up sponsored by Swinerton
  • Run and send to broker the quarterly enrollment logs for auditing and billing purposes.
• GLO Wrap-Up Program
  • Enroll eligible projects into GLO insurance program, a wrap-up sponsored by Swinerton.
  • Run and send to broker the quarterly enrollment logs for auditing and billing purposes.
• PSI Wrap-Up Program
  • Enroll eligible projects into PSI insurance program, a wrap-up sponsored by Swinerton
  • Work with accounting to calculate and request PSI Billings to project teams and operations accountants
  • Enter and code quarterly PSI invoices in accounting software system for payment
  • Coordinate final PSI billing value and communicate to accounting team and project team for billing and payment
  • Maintain and update the log tracking billing information for Swinerton, the broker and the insurers (Shay sheet log).
• Bond procurement
  • Assist project teams with bond procurement as needed, and under direction of the Supervisor and Risk Manager.
• Corporate Insurance Renewals
  • Assist Risk Manager with data collection
• Coordinate with Swinerton's insurance broker as requested and assigned
• Maintain company confidentiality regarding information regarding project pursuits, insurance pricing
• Respond to emails and phone calls in a timely and professional manner
• Engage with and adopt Swinerton's teaming and "One Swinerton" culture
• Complete other responsibilities as assigned

MINIMUM SKILLS AND EXPERIENCE

• B.A. or B.S. Degree or equivalent combination of education and experience
• 3-5 years of construction insurance experience
• CRIS certification preferred
• Experience in construction and/or construction claims/litigation
• Computer-literate; knowledge of standard company software applications and web applications including MS Teams, MS Office (Word, Excel, Outlook, PowerPoint, Access)
• Problem-solving skills and initiative
• Excellent communication skills
• Proficient written and verbal English communication skills, including business writing skills, public speaking in a group setting and professional telephone manner
• Reliability, dependability and flexibility

SUMMARY OF BENEFITS

This role is eligible for the following benefits: medical, dental, vision, 401(k) with company matching, Employee Stock Ownership Program (ESOP), individual stock ownership, paid vacation, paid sick leave, paid holidays, bereavement leave, employee assistance program, pre-tax flexible spending accounts, basic term life insurance and AD&D, business travel accident insurance, short and long term disability, financial wellness coaching, educational assistance, Care.com membership, ClassPass fitness membership, and DashPass delivery membership. Voluntary benefits include additional term life insurance, long term care insurance, critical illness and accidental injury insurance, pet insurance, legal plan, identity theft protection, and other voluntary benefit options.